Colonial Trust Advisors’s STAG Industrial STAG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-359
| Closed | -$13K | – | 774 |
|
|
2024
Q2 | $13K | Buy |
359
+3
| +0.8% | +$108 | ﹤0.01% | 489 |
|
|
2024
Q1 | $13.7K | Buy |
356
+4
| +1% | +$154 | ﹤0.01% | 541 |
|
|
2023
Q4 | $13.8K | Buy |
352
+3
| +0.9% | +$118 | ﹤0.01% | 463 |
|
|
2023
Q3 | $12K | Buy |
349
+4
| +1% | +$138 | ﹤0.01% | 489 |
|
|
2023
Q2 | $12.4K | Buy |
345
+4
| +1% | +$144 | ﹤0.01% | 499 |
|
|
2023
Q1 | $11.5K | Buy |
341
+3
| +0.9% | +$102 | ﹤0.01% | 491 |
|
|
2022
Q4 | $10.9K | Buy |
+338
| New | +$10.9K | ﹤0.01% | 502 |
|